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A presentation at the office

Frequently Asked Questions

What should I provide for my corporate or partnership tax return?

If QuickBooks is used, provide the following:
  • QuickBooks backup file via email, secure portal, or on flash drive

  • Password for the file, if applicable, or remove password

  • 12/31 Bank Statements

If Accounting Program other than QuickBooks is used, provide the following:
  • Profit & Loss statement for the entire year 01/01/23 to 12/31/23

  • Balance Sheet at 12/31/23

  • General Ledger detail for 01/01/23 to 12/31/23 (export to Excel if more than 20 pages)

  • 12/31 Bank Statements

If no Accounting Program is used, provide the following:
  • Total amount of revenue received for the year

  • A list of annual expenses by type (e.g., supplies, telephone, rent, etc.)

  • A description (year, make, model) of any automobiles driven for business purposes

  • Total annual all-purpose miles and the annual number of business purpose miles driven for each auto above

  • A list (including date, description and cost) of any new assets added in the recent year (e.g., computer, furniture, equipment, etc.)

  • A list of any liabilities at 12/31/23 (e.g., business line of credit, business credit card, promissory notes, loans payable etc.). Provide statements and amortization schedules if available.

  • 12/31 Bank Statements

What should I bring for my individual tax return drop off?

We need to see all official tax documents (W-2’s, 1099’s, mortgage interest statements, etc.). We will scan them and return the originals to you. We will provide you with a custom tax organizer for any items that are not supported by tax documents (e.g., medical expenses, charitable contributions, business mileage, etc.). One of the most commonly missed items is automobile registration (VLT). This can be found on the vehicle registration papers that you are supposed to carry in your vehicle. If you have paid property taxes for any property that is not reported on a mortgage interest statement, you can get the amount of taxes paid from the County Treasurer’s website. If you are a new client, we need to see your prior year tax return including any supporting schedules and worksheets.

What are some of the Arizona state tax credit opportunities available?

The state of Arizona allows taxpayers to take advantage of several wonderful tax credits. They are a great way to redirect your tax dollars to a worthy cause. Please review our Arizona Tax Credits Worksheet for more detailed information: 2023 AZ Tax Credits

How long will it take to get my refund?

The amount of time it takes to get your refund will depend on how you elected to receive it. If you have elected to get your tax refund through a direct deposit into your checking account, your refund will be deposited to you within 2-3 weeks. If you have elected to have your refund mailed to you as a check, then the waiting period is 3-8 weeks from the time the IRS processes the return. These are estimations and the time can vary depending on the volume of returns the IRS is receiving. 


To track the status of your federal tax refund, click here. You will be directed to the IRS website’s refund page.


To track the status of your Arizona state tax refund, click here. You will be directed to the Arizona Department of Revenue website’s refund page.

How much will it cost to have my individual tax return prepared?

Our fee to prepare a tax return varies from client to client depending on the complexity of the tax return. Our fees are based on the time it takes us to prepare the tax return.  By looking at your prior year tax return, we can give you a better estimate of our fees for the type of return you have.

Where can I find information about Electric Vehicle and Energy Efficient Home Improvement credits?

Please review the Summary of Inflation Reduction Act Credits document for information on these credits. After reviewing if you have further questions about your specific scenario please reach out to our office.

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